Sunday links: taking a stake
Tadas Viskanta
Abnormal Returns
1 day ago
3 MIN READ
Markets
- There’s little sign of stress in the financial markets. (trendlabs.com)
- Why the stock market often seems to defy common wisdom. (tker.co)
Podcasts
- Patrick O’Shaughnessy talks with Dan Loeb of Third Point game. (youtube.com)
- Jon Reeder talks with CEO of Fairlight Capital. (podcasts.apple.com)
- Jim O’Shaughnessy talks with Jason Buck, founder and CIO of Mutiny Funds. (newsletter.osv.llc)
Fund management
- Why aren’t more ETFs closing? (insight.factset.com)
- How MSCI ($MSCI) rode the index boom. (fiscal.ai)
Venture capital
- It’s the Wild West when it comes to AI company secondaries. (cashandcarried.substack.com)
- How to use data to make for better venture investments. (gettheleverage.com)
Companies
- Om Malik, “Whether it is OpenAI or Anthropic, revenue cannot be resolved without an S-1.” (om.co)
- Multinational companies are cashing in on the use of tax havens since the start of 2025. (nytimes.com)
- Michael Dell’s ($DELL) bet on Trump has paid off. (cnbc.com)
- A renewed fertility push isn’t great for contraceptive sales in China. (ft.com)
Ethics
- What would actual ethics reforms look like? (newyorker.com)
- On Truth Social, Trump has repeatedly promoted Stake, an unregulated online casino. (popular.info)
- How a company backed by Donald Trump Jr. came to receive a $620 million loan from the Pentagon. (propublica.org)
- There’s no comparison in American history for the corruption in this administration. (noahpinion.blog)
Law
- The scale of malicious prosecution by the administration is ‘staggering.’ (thebulwark.com)
- Why Trump prosecutors are struggling to convince grand juries. (nytimes.com)
Crime
- Why are murders down in Baltimore? (marginalrevolution.com)
- 200 people have been killed in boat strikes, but cocaine prices in the U.S. haven’t budged. (nytimes.com)
Diplomacy
- Over 100 American embassies don’t have a Senate approved ambassador. (theatlantic.com)
- Donald Trump’s Board of Peace has $0 in the bank. (ft.com)
Policy
- The OBBBA locked in budget deficits indefinitely. (newsletter.mikekonczal.com)
- West Virginia has a shortage of workplace inspectors. (mountainstatespotlight.org)
- Why the Kennedy Center may never be same. (theatlantic.com)
- Small wins for free speech. (axios.com)
Economy
- Some reasons for poor consumer sentiment. (awealthofcommonsense.com)
- Employee compensation keeps falling as a percentage of GDI. (wsj.com)
- The economic schedule for the coming week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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